Other · DOL Form 5500 · 2022
Old Sturbridge Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $69,337
- Avg per participant Below avg balance/head
Official DOL plan name: Old Sturbridge Village 403b DC Plan · Sponsored by Old Sturbridge Inc. · Massachusetts · Arts, Entertainment & Recreation
$13M in assets, 192 participants
Old Sturbridge Inc.'s Old Sturbridge Village 403b DC Plan reported $13M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,510 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Massachusetts
Old Sturbridge Village 403b DC Plan covers 192 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.
- #2,510
- in Arts, Entertainment & Recreation (3,077 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Old Sturbridge Village 403b DC Plan's outsized position by total assets
Old Sturbridge Village 403b DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,312,698 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Old Sturbridge Village 403b DC Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Sturbridge Village 403b DC Plan sits mid-pack in the medium band (192 participants).
Form 5500 schedule snapshot
Filing strip 042104809 · Old Sturbridge Inc. PY 2022 · Other
Old Sturbridge Village 403b DC Plan · $13M · 192 · 70th
- 5500 $13M
- ASSETS 192
- PCT 70th
- EIN Other
- RANK near Hospice & Palliative Carecenter 403(b) Retirement Plan
- PHOTO ind #2510
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →
Old Sturbridge Village 403b DC Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 042104809 |
| Plan Effective Date | 1959-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Old Sturbridge Inc.)
Sponsor-wide plan assets over time
All Old Sturbridge Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 15.058615466226305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $13M |
| 2023 | 1 | 241 | $14M |
| 2024 | 1 | 265 | $15M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Old Sturbridge Village 403b DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Hospice & Palliative Carecenter 403(b) Retirement Plan in NC ($13M); by covered participants it is Youth Home, Inc. 403(b) Plan in AR (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Youth Home, Inc. 403(b) Plan (AR) 192 · 0 off
- Dominican University New York 403(b) DC Plan (NY) 192 · 0 off
- American Mathematical Society Tax-Deferred Annuity Plan (RI) 192 · 0 off
- The Lakes Region Mental Health Center, Inc. 403(b) Plan (NH) 192 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.